How to Create and Manage Views for the Enterprise Team Pool in OnePlan

Direct Answer: How to Create and Manage Views for the Enterprise Team Pool in OnePlan

To create and manage views for the Enterprise team pool in OnePlan, go to Resource Center > Teams. Adjust the Filters, Columns, or Group settings until the list shows the team data you want, then open the View dropdown (shown as View: Default View) and select Save View to save that configuration under a name of your choice. To remove a saved view you no longer need, load it from the View dropdown and select Delete View. Saved views appear in the View dropdown so you can switch between them at any time.

What This Article Covers: Views in the Enterprise Team Pool

This article explains how to create, save, switch between, and delete views on the Teams tab of the Resource Center, which lists the teams in your Enterprise team pool.

What you will accomplish By the end of this article, you will be able to configure a custom view of the Enterprise team pool and save it, switch between saved views, and delete views you no longer need.

Before You Begin: Managing Enterprise Team Pool Views

Before you begin, make sure you have:

• A OnePlan account with access to the Resource Center
• Permissions sufficient to view the Teams tab of the Enterprise team pool
• (Optional) An understanding of the Filters, Columns, and Group controls in the Resource Center toolbar, since these are what a saved view captures

Saving a view as a global (non-personal) view may require elevated permissions. If you don’t see a Personal View option when saving, your saved view may default to personal-only. Confirm the exact permission behavior with your OnePlan administrator if you need to share a view with your team.

Why This Matters: Views in the Enterprise Team Pool

Context: What a View Does in the Enterprise Team Pool

A view in the Teams tab of the Resource Center is a saved combination of filters, visible columns, and grouping applied to the Enterprise team pool list. Instead of reapplying the same filters and column layout every time, you save that configuration once as a named view.

Context: Why Managing Views Matters

Different tasks call for different slices of team data. Being able to create and switch between views lets you quickly focus on the resource data that matters most in the moment, without rebuilding your filters and columns each time you need a different perspective on the Enterprise team pool.

Step-by-Step: Creating and Managing Views for the Enterprise Team Pool

Task: Open the Teams Tab

Starting from the OnePlan home screen:

1. Go to Resource Center.
2. Select the Teams tab. ### Task: Configure the View

From the Teams tab of the Resource Center:

1. Select Filters to narrow the list of teams by a chosen field.
2. Select Columns to add, remove, or rearrange the columns shown, such as Team Name or Member Count.
3. Select Group to organize teams by a chosen field. ### Task: Save a View

Once the Teams list looks the way you want:

1. Select the View dropdown (shown as View: Default View in the toolbar).
2. Select Save View.
3. Enter a name for the view.
4. Select Save. The view is now available from the View dropdown.

Depending on your permissions, the Save View form may include options to mark the view as your default view or as a personal (rather than global/shared) view. If content here needs confirmation for your environment, check with your OnePlan administrator.

Task: Switch Between Saved Views

From the Teams tab of the Resource Center:

1. Select the View dropdown.
2. Choose a saved view from the list. The Teams list updates to reflect that view’s filters, columns, and grouping.

Task: Delete a View

From the Teams tab of the Resource Center:

1. Select the View dropdown and choose the saved view you want to remove.
2. Select the View dropdown again, then select Delete View.
3. Confirm the deletion when prompted.

Deleting a global (shared) view removes it for everyone with access to that view, not just for you.

Frequently Asked Questions: Views in the Enterprise Team Pool

Q: How do I create a new view for the Enterprise team pool in OnePlan? A: In OnePlan, go to Resource Center > Teams, adjust the Filters, Columns, or Group settings as needed, then open the View dropdown and select Save View. Enter a name and select Save to add it to your list of saved views.

Q: How do I switch between saved views in the Enterprise team pool? A: In OnePlan, on the Teams tab of the Resource Center, open the View dropdown and select any saved view. The team list updates immediately to that view’s filters, columns, and grouping.

Q: How do I delete a view in the Enterprise team pool? A: In OnePlan, load the view you want to remove from the View dropdown on the Teams tab, open the View dropdown again, select Delete View, and confirm the deletion.

Q: Can other users see a view I save in the Enterprise team pool? A: In OnePlan, whether a saved view is visible to others depends on your permissions and whether the view is saved as personal or global. (Needs SME confirmation for the Teams tab specifically.)

What to Do Next: Views in the Enterprise Team Pool

Get started with related tasks: - Allocate Resources to Teams (Total Percentage and Time-Phased Allocation) - Modify and Save Views in the Resource Center

Learn about related topics: - Resource Center in OnePlan - Overview